Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Villarreal Garcia is an investment professional with over 35 years of experience in the financial services industry. Rosa is currently registered with PFS Investments Inc. and specializes in investment company products and variable contracts. Rosa holds Series 6, 26 and 63 securities licenses and is registered in both Florida and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
11/26/1985 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 12/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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